Apply Service Adjustment to an Invoice

If you selected to Manually Apply to Invoice when you created the service adjustment, you can apply it to any open invoice on the billing account.

Complete the following steps to apply a service adjustment to an open invoice:

1. Perform an Account Search Module to locate the billing account.

   

   Account Search Results

2. Click the account number active link under the Account # column to open the Account Details window.

   

   Account Details Window

   Click the icon in the left pane to hide it. Click the icon to open it.

3. On Account Details window, in the Services section, click the name of the service to open the Service Details window.

   

   Service Details Window

4. On the Service Details window, in the Service Adjustment section, click the Adjustment Number for the service adjustment you want to apply to open the Service Adjustment Detail window .

5. In the Applications section, select the invoice to which you want to apply the service adjustment. The Applications window opens.

6. Enter the amount of the service adjustment.

7. Click Finish. The Applications window closes.